Auto import trades from TradeStation

In this post, we will explore how to pair your TradesViz account with TradeStation.

Once you select your trading account and broker as "TradeStation" in the trade auto-import page, a popup box will appear when you click on the "Connect account" button.

The purpose of this blog post is to guide you to get this API code from the TradeStation website. Here are the steps you need to follow:

1. Click on the link in the instructions in the popup box shown in the picture above.
2. This will redirect you to a secure TradeStation webpage where you need to enter your credentials to authenticate that you are the user of the TradeStation account. Note that we have no access to any information in the subsequent pages after you click on the link in the instructions - all actions are done via TradeStation's secure pages. You can check the URL in the browser to verify this.
3. Fill in your login information, and finally you will be redirect to the TradesViz page with a code after successful login.
4. On this page, you will have to copy the code and paste it into the popup box shown as the first image in this blog post.
   
5. Once you return to the tradesviz.com's import page, click on the "Auto-import trades" tab, follow the same instructions of selecting the trading account and brokerage platform (TradeStation) and now paste the code in the text field along with the account number of the account you want to sync.
   

Note: You need to fill in your account ID/number - NOT your username. Here's an example of where to find it in the web dashboard (it's under the BLANACES section):

Finally, click "Connect" and in a few seconds, you should receive a connection successful message which means the linking was successful. If not, please contact us at [email protected].

Note that this access read-only to the information shown in step 3. We have no control over your account and cannot access ANY information other than what is given to us from TradeStation.